MCM
McKinley Capital Management Portfolio holdings
AUM
$571M
1-Year Return
36.44%
This Quarter Return
+6.65%
1 Year Return
+36.44%
3 Year Return
+63.31%
5 Year Return
+224.77%
10 Year Return
+727.77%
AUM
$2.67B
AUM Growth
-$55.5M
(-2%)
Cap. Flow
-$156M
Cap. Flow
% of AUM
-5.86%
Top 10 Holdings %
Top 10 Hldgs %
24.27%
Holding
642
New
146
Increased
50
Reduced
219
Closed
188
Top Buys
| 1 |
Kraft Heinz
KHC
|
+$38.3M |
| 2 |
Icon
ICLR
|
+$31.9M |
| 3 |
Ferrari
RACE
|
+$24.9M |
| 4 |
Alaska Air
ALK
|
+$24.7M |
| 5 |
TC Energy
TRP
|
+$18.2M |
Top Sells
| 1 |
TechnipFMC
FTI
|
+$45M |
| 2 |
Molson Coors Class B
TAP
|
+$34.2M |
| 3 |
Bank of Montreal
BMO
|
+$28.9M |
| 4 |
Open Text
OTEX
|
+$24.6M |
| 5 |
Toronto Dominion Bank
TD
|
+$23.4M |
Sector Composition
| 1 | Consumer Discretionary | 16.53% |
| 2 | Communication Services | 15.32% |
| 3 | Technology | 13.23% |
| 4 | Financials | 12.91% |
| 5 | Industrials | 10.65% |
